The start of your business's relationship with a public relations agency sets the tone for your joint partnership to grow your brand. At Alchemy Communications, we know that whether this is the first time you've hired a PR and communications agency, or you've used a PR group before but are now working with a new team, how you start your relationship is the foundation for your entire project.
Some of the agenda items will have been discussed during the PR agency vetting and hiring process. However, the participants in your Alchemy PR kickoff meeting may not have been part of the hiring process, so the kickoff agenda should include an overview of all aspects of the project, not just the logistics. Our agency's account manager will take charge of the kickoff meeting and prepare and manage the agenda.
12 Steps to a Successful Client Kickoff Meeting
An agenda is a written list of what the PR agency will discuss at the kickoff meeting.
Each participant from the agency and the client introduces themself, and briefly explains their role in the project.
3. Contract Recap
The agency reviews the contract and what the agency was hired to do.
4. Target Market
The client identifies their ideal client profile, and who are their current clients, and who are their brand ambassadors, influencers and subject matter experts.
The client explains who their competitors are and provides an overview of the competitive market.
6. Project Goals
The agency reviews what the goals are for this contract, and how results will be evaluated and measured.
7. Budget and Approvals
The agency reviews the budget for the projects covered in this contract; defines what approvals and sign-offs are needed;
The agency identifies what the major project deliverables are and when they will be delivered; and anything that is not included in the project.
9. What the Agency Needs from the Client
The agency tells the client what information they need from the client for the project to start and when they need it, including:
- logins for website and social media
- key contacts not at kickoff meeting
- brand style guide
10. Client Questions for the Agency
The client asks any questions they have about the agency, the team, the project or related issues.
11. Next Steps
The agency explains what the next steps are for the next week, month, 6 months, and what the client can expect in terms of communications from the PR agency. Determine the methods for progress updates and information exchanges:
- phone call
- in person meetings
- tools such as Dropbox, Trello, or Slack
The agency thanks the client, and closes the kickoff meeting.
The kickoff meeting is the foundation for the relationship between your business and the agency you've hired. At Alchemy Communications our goal is ensure the project starts off with a clear understanding of the project goals, and an engaged team comprised of members from both organizations.
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